CAFX vs XSVN
Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF (XSVN, ETF).
CAFX vs XSVN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAFX
$325M
XSVN
$324M
Expense Ratio
CAFX
0.35%
Winner
XSVN
0.05%
Max Drawdown
Winner
CAFX
3.55%
XSVN
10.98%
Sharpe Ratio
Winner
CAFX
-0.08
XSVN
-0.12
5Y Beta
CAFX
0.01
Winner
XSVN
-0.01
CAFX vs XSVN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAFX
-0.06%
XSVN
-0.60%
3M
Winner
CAFX
-0.57%
XSVN
-1.98%
6M
Winner
CAFX
+0.39%
XSVN
-0.95%
1Y
Winner
CAFX
+3.58%
XSVN
+3.31%
Max(CAGR)
Winner
CAFX
+2.76%
XSVN
+2.35%
CAFX vs XSVN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CAFX | XSVN |
|---|---|---|
| 2026 | +0.16% | -0.92% |
| 2025 | +6.33% | +8.08% |
| 2024 | -1.66% | -0.07% |
| 2023 | N/A | +3.17% |
| 2022 | N/A | -1.72% |
CAFX vs XSVN Drawdown Comparison
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The maximum drawdown for XSVN was -9.44%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.
The current CAFX drawdown is -1.08%. The current XSVN drawdown is -3.15%.
| Rank | CAFX | XSVN |
|---|---|---|
| #1 | -2.63% Sep 13, 2024 - Mar 28, 2025 | -9.44% May 4, 2023 - Jul 31, 2024 |
| #2 | -1.79% Feb 27, 2026 - Mar 26, 2026 | -6.61% Sep 16, 2024 - Aug 1, 2025 |
| #3 | -1.30% Apr 3, 2025 - Apr 29, 2025 | -5.14% Sep 16, 2022 - Dec 1, 2022 |
| #4 | -1.17% Apr 30, 2025 - Jun 12, 2025 | -4.98% Jan 18, 2023 - Mar 23, 2023 |
| #5 | -1.03% Sep 8, 2025 - Nov 24, 2025 | -4.00% Feb 27, 2026 - May 19, 2026 |
| #6 | -0.76% Jun 30, 2025 - Aug 1, 2025 | -2.89% Dec 7, 2022 - Jan 12, 2023 |
| #7 | -0.56% Nov 26, 2025 - Dec 29, 2025 | -2.08% Apr 6, 2023 - May 3, 2023 |
| #8 | -0.38% Jan 5, 2026 - Feb 5, 2026 | -1.53% Aug 5, 2024 - Sep 4, 2024 |
| #9 | -0.36% Aug 25, 2025 - Sep 2, 2025 | -1.49% Nov 26, 2025 - Feb 12, 2026 |
| #10 | -0.30% Aug 13, 2025 - Aug 22, 2025 | -1.40% Mar 24, 2023 - Apr 4, 2023 |
| #11 | -0.26% Jun 12, 2025 - Jun 20, 2025 | -1.32% Oct 22, 2025 - Nov 25, 2025 |
| #12 | -0.20% Aug 4, 2025 - Aug 13, 2025 | -1.01% Sep 11, 2025 - Oct 13, 2025 |
| #13 | -0.18% Dec 29, 2025 - Jan 5, 2026 | -0.87% Dec 2, 2022 - Dec 7, 2022 |
| #14 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -0.72% Jan 12, 2023 - Jan 18, 2023 |
| #15 | -0.10% Sep 2, 2025 - Sep 4, 2025 | -0.69% Aug 4, 2025 - Aug 26, 2025 |
Correlation
Correlation between CAFX and XSVN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
CAFX vs XSVN dividend yield comparison.
| Year | CAFX | XSVN |
|---|---|---|
| 2026 | 1.63% | 1.69% |
| 2025 | 3.92% | 4.06% |
| 2024 | 0.96% | 4.17% |
| 2023 | 0.00% | 3.49% |
| 2022 | 0.00% | 1.04% |
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